Anic Equity¶
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Total return since start: 0.549 %¶
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Equity now: -----------------------------> 47309.14 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 45913.57 Kr¶
PnL: ---------------------------------------> -975.0 Kr¶
DD now: ---------------------------------> -2.716 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-26 16:20:47.203684'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | 2.660000 | 3090.000000 | 163.000000 | 5.570000 | 2927.000000 |
| HEBA B | 70 | -0.500000 | 2775.500000 | 139.500000 | 5.290000 | 2636.000010 |
| HMS Networks | 2 | 16.250000 | 804.000000 | 131.000000 | 19.470000 | 673.000000 |
| SAAB B | 8 | 0.850000 | 3436.800000 | 59.800000 | 1.770000 | 3377.000000 |
| MedCap | 2 | 0.000000 | 461.000000 | 40.000000 | 9.500000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 0.660000 | 394.600000 | 39.600000 | 11.150000 | 355.000000 |
| Corem Property Group B | 59 | -1.820000 | 605.930000 | 28.930000 | 5.010000 | 576.999999 |
| Boozt | 12 | 0.500000 | 1676.400000 | 22.400000 | 1.350000 | 1653.999996 |
| AcadeMedia | 12 | -1.070000 | 579.360000 | 22.360000 | 4.010000 | 557.000004 |
| Nordea Bank Abp | 29 | 0.150000 | 3474.200000 | 20.200000 | 0.580000 | 3453.999992 |
| Intrum | 4 | 3.210000 | 547.200000 | 20.200000 | 3.830000 | 527.000000 |
| Resurs Holding | 22 | -1.320000 | 594.000000 | 20.000000 | 3.480000 | 573.999998 |
| OEM International B | 7 | 1.170000 | 543.900000 | 15.900000 | 3.010000 | 527.999997 |
| Swedbank A | 3 | -0.440000 | 577.200000 | 13.200000 | 2.340000 | 564.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.180000 | 574.350000 | 12.350000 | 2.200000 | 562.000005 |
| Eastnine | 4 | 0.160000 | 503.200000 | 12.200000 | 2.480000 | 491.000000 |
| Securitas B | 6 | -0.120000 | 578.040000 | 8.040000 | 1.410000 | 570.000000 |
| Karnov Group | 9 | 0.500000 | 543.600000 | 7.600000 | 1.420000 | 536.000004 |
| Norva24 Group | 16 | 0.760000 | 550.400000 | 7.400000 | 1.360000 | 543.000000 |
| CTEK | 13 | 1.470000 | 536.900000 | 2.900000 | 0.540000 | 533.999999 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.100000 | 247.920000 | 1.920000 | 0.780000 | 246.000000 |
| Coor Service Management Hold. | 8 | -0.300000 | 533.600000 | 1.600000 | 0.300000 | 532.000000 |
| Creaspac SPAC | 6 | 0.210000 | 578.400000 | 1.400000 | 0.240000 | 577.000002 |
| Handelsbanken A | 5 | 0.370000 | 541.750000 | -4.250000 | -0.780000 | 546.000000 |
| Midsona B | 63 | 1.680000 | 570.780000 | -12.220000 | -2.100000 | 582.999984 |
| Essity B | 2 | -2.930000 | 542.800000 | -31.200000 | -5.440000 | 574.000000 |
| International Petroleum Corp. | 5 | -0.360000 | 550.500000 | -44.070000 | -7.410000 | 594.565215 |
| Essity A | 4 | -2.860000 | 1086.000000 | -63.000000 | -5.480000 | 1149.000000 |
| Vivesto | 1368 | 3.080000 | 549.940000 | -63.060000 | -10.290000 | 612.999432 |
| Sampo Oyj SDB | 7 | -1.100000 | 3773.000000 | -77.000000 | -2.000000 | 3850.000000 |
| Beijer Electronics Group | 26 | -10.100000 | 2823.600000 | -147.400000 | -4.960000 | 2971.000006 |
| Fasadgruppen Group | 35 | 0.000000 | 3633.000000 | -178.000000 | -4.670000 | 3810.999990 |
| OX2 | 18 | 0.770000 | 1413.900000 | -250.100000 | -15.030000 | 1663.999992 |
| Axfood | 13 | -3.240000 | 3460.600000 | -295.400000 | -7.860000 | 3756.000001 |
| Ovzon | 52 | 0.000000 | 2761.200000 | -600.800000 | -17.870000 | 3361.999992 |
| TOTAL | 45913.570000 | -975.000000 | -2.71592% | 46888.564618 |
Updated:¶
'2023-01-26 16:21:00.321264'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
